Knowledge Base

WEBCON BPS applications frequently require integration with external systems. Microsoft Dynamics is one of the popular systems that requires integration with WEBCON BPS workflows.

Thanks to the Chart type form field, you can graphically present data on the form simply and legibly. When you work with a large amount of data, it will be easier to present it in a visual form – it will significantly reduce the time spent on analyzing information. The article presents the configuration and method of data presentation. For the purposes of the article, a workflow including an employee satisfaction survey has been created.

WEBCON BPS allows you to generate/update Word documents (e.g. invoices, contracts) based on a template with the application parameters inserted, and – if necessary, convert them to PDF format. To do this, you need a special Word add-in to be downloaded from WEBCON BPS Portal. The next step is to connect this add-in to the BPS server – go to the WEBCON BPS tab (in Word), click the “User settings” option, enter the server URL and click the “Connect” button. The actions of generating documents allows for wide parametrization and automatization of manual filling in documents. When you need only the PDF file, the good solution is to use the Delete attachment action (placed behind the action of PDF generating).

When processing an instance in a given workflow, sometimes there is a need to change fields available to a user or manage privileges to the instance. You can use the “Change form type” action, which allows you to change the type of the form you are currently working on. This action is available only for the Menu button trigger. An example workflow for registering contracts has been created. Access to individual contracts depends on the confidentiality level, which can be changed.

In WEBCON BPS, it is possible to limit the types of attachments that can be added to workflow instances due to their type and size. This option can be used to block the ability to add potentially dangerous attachments to the Portal such as scripts, executables, spreadsheets with macros. The restriction will be set globally for all applications/processes and all places where you can add an attachment – forms, HotFolders, HotMailBoxes, API. When specifying the attachment’s size – remember that the IIS server setting is the overriding limitation on the size of the added file.

Translation Tool is the unofficial tool that allows you to translate WEBCON BPS configuration elements. Currently, it is not being developed because it is stable and functional – is compatible with the system from version 2019.1.x. Using Translation Tool you can export descriptions of all configuration elements instead of completing translations directly in the application in WEBCON BPS Designer Studio.

Workflow control (Branch) allows to redirect a workflow instance along a selected path. With the help of the workflow control step, we can among other things: set the logic of skipping steps, assign a task to other people, (e.g. in the case of approval) or withhold instances in step until the conditions are met.

In WEBCON BPS it is possible to search the contents of PDF attachments containing text using the ABBYY FineReader program. FineReader converts scanned documents and PDF files into editable form, and it is responsible for generating a text layer on attachments in workflows. This allows users to easily convert documents as well as search files. The article describes how you can configure the process of searching for documents based on two exemplary workflows. The “Add a text layer” action also supports .jpg and .png files. Graphic files are converted to PDF format, and then the text layer is applied. The effectiveness of such an operation depends on the quality of the image file. Searching in the content of files is also possible for .txt and .docx formats.

The article presents how to expand the WEBCON BPS installation with new application servers to easily support the higher load and increase the availability and reliability of WEBCON BPS applications. Each subsequent WEBCON BPS application server requires an appropriate license. The WEBCON BPS Search Server component is an exception. The existing WEBCON BPS environment consists of two servers: application server working as BPS Portal, BPS Service, BPS Search Server, and SQL Server dedicated to WEBCON BPS applications - to ensure high availability, the instance should support this functionality.

Version 2021 has introduced a new feature for the environments in which there are many different people creating and modifying applications and processes. Now, you can define dedicated connections and data sources for your applications which should simplify the administration work. You will also avoid situations in which a person using a data source in one application modifies it without knowing that it may affect another application that also uses the same source.